Value Investing Interview with Marc Lasry |
- Interview with Marc Lasry
- How Market Structure Favors Small Funds
- Seeking feedback for a DCF of Hawaiian Airlines
- Hussman Market Comment, November 2018: The Heart of the Matter
- UK / International Regulatory Filings for Ownership
| Posted: 05 Nov 2018 11:49 PM PST |
| How Market Structure Favors Small Funds Posted: 05 Nov 2018 10:33 AM PST |
| Seeking feedback for a DCF of Hawaiian Airlines Posted: 05 Nov 2018 03:36 PM PST Hello everyone. I'm learning how to do DCF from Aswath Damodaran's lectures, and am attempting a DCF calculation for Hawaiian Airlines based on Mr. Damodaran's methods. I'm calculating free cash flow to the firm over the next 10 years, and discounting that at a rate of 7% (not sure about this value, therefore I have it highlighted orange). Next, I sum these values as the total value of all future cash flows. I then subtract total liabilities, add total assets for a total value to the firm. I've chosen to use conservative numbers in my calculations, especially when I believe my knowledge is lacking. However, my ending valuation becomes astronomically high relative to current market price. All numbers below are in millions, btw. Any tips for what I'm doing wrong? Edit: I didn't lock a cell reference for a column of formulas, so my revenue growth calculation wasn't coming through properly. Image now reflects changes. Edit 2: Reposted valuation after some feedback from /u/flyingflail. [link] [comments]  |
| Hussman Market Comment, November 2018: The Heart of the Matter Posted: 05 Nov 2018 09:09 PM PST |
| UK / International Regulatory Filings for Ownership Posted: 05 Nov 2018 07:11 PM PST I'm trying to find out how to see the top holders of a UK or European equity. I.e. what is the UK / other European country equivalent of the 13-F? This blog here seems to indicate that there is a form that's submitted once a hedge fund owns a 3% stake in a company. I also know of a website that lets you track UK short positions. Is there a database or search engine that lets me do the same for long positions? I wanted to see what UK / European companies a hedge fund like TCIF currently owns. Thanks in advance. https://www.marketfolly.com/2009/08/hedge-fund-lone-pine-capitals-uk.html [link] [comments]  |
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